Financial Solutions for Life
Many of our clients have been with us for over 30 years. Our long-term client relationships illustrate our specialty for helping our clients adapt their behavior to become smarter and more diligent investors.
Whether you are approaching retirement or working to build your family’s legacy, we want to help you by putting your goals in life first. As independent professionals, we work to deliver peace of mind, with you knowing that you are making the right financial decisions.
The expertise you want. The independent professional advice you need.
Our Wealth Consultants are CERTIFIED FINANCIAL PLANNER™ professionals, having met the highest educational standard in the financial planning industry.
Our firm is also backed by an independent broker/dealer, Commonwealth. That means our firm is independent — LifeTime Asset’s Wealth Consultants are free to act solely in your best interest, without bias or pressure to promote a certain product or strategy.
We are excited to announce the 7TH ANNUAL SHRED EVENT will be held on Saturday, March 23, 2019 from 10-1pm! If you’re local to the Raleigh area, we hope that you’ll save the date and plan to stop by with your old documents or outdated devices. Please also feel welcome to bring your friends and ...
Happy Holidays from the LifeTime Asset Management family! The holiday season is a time to cherish loved ones and appreciate all that we have been blessed with. We are beyond grateful to all our new and existing clients, who we have gotten the chance to form or grow relationships with over the past year. Here ...
Christine DeSena returned to NC and joined LifeTime Asset Management in November 2018. Christine was born and raised in WV and graduated from Fairmont State University. Following graduation, she moved to NC for several years before leaving for family job relocations which eventually landed her in Tampa, FL. She recently decided it was time to ...
The LifeTime Asset Management team is excited to welcome Noah to our team as our new marketing intern. Noah is currently a Junior at NC State University, majoring in Marketing. He has a current major GPA of 3.6. Noah enjoys being an active member of the community whether it be cheering on Wolfpack sports, or ...
LifeTime Asset Management is fortunate to have opportunities to give back to community partners, including:
Meals on Wheels
Wounded Warrior Project
Tee it up! for a cure